Sadoff Investment Management

Latest statistics and disclosures from SADOFF INVESTMENT MANAGEMENT's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Actavis, HD, YHOO, Mylan Nv, BMY. These five stock positions account for 25.76% of SADOFF INVESTMENT MANAGEMENT's total stock portfolio.
  • Added to shares of these 10 stocks: Mylan Nv (+$42.45M), Citi, TOL, MAS, EBAY, BAC, PFE, MS, FL, XLNX.
  • Started 2 new stock positions in Mylan Nv, HON.
  • Reduced shares in these 10 stocks: MYL (-$40.75M), Actavis, PG, Directv, , HD, KO, BX, AAPL, Time.
  • Sold out of its positions in Abbvie, MYL, PG.
  • As of March 31, 2015, SADOFF INVESTMENT MANAGEMENT has $893.22M in assets under management (AUM). Assets under management grew from a total value of $858.21M to $893.22M.
  • Independent of market fluctuations, SADOFF INVESTMENT MANAGEMENT was a net buyer by $9.07M worth of stocks in the most recent quarter.

SADOFF INVESTMENT MANAGEMENT portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Actavis 6.42 192689 297.62 0.00
HD Home Depot 5.31 417538 113.61 113.11
YHOO Yahoo! 5.11 1027683 44.43 42.61
Mylan Nv 4.75 NEW 715176 59.35 0.00
BMY Bristol Myers Squibb 4.17 577066 64.50 66.08
NWL Newell Rubbermaid 4.03 920899 39.07 37.57
LM Legg Mason 3.84 620688 55.20 54.88
PFE Pfizer 3.80 975505 34.79 33.78
DHI D.R. Horton 3.40 1066602 28.48 25.87
BAC Bank of America Corporation 3.26 1893173 15.39 15.95
Citi 3.18 +2.00% 551713 51.52 0.00
FL Foot Locker 3.13 443772 63.00 61.03
TXN Texas Instruments Incorporated 3.11 485939 57.18 57.48
Flextronics International Ltd Com Stk 3.06 2156850 12.67 0.00
Directv 3.01 316039 85.10 0.00
XLNX Xilinx 2.96 624935 42.30 39.72
MAS Masco Corporation 2.70 +2.00% 904191 26.70 25.99
LLY Eli Lilly & Co. 2.67 327809 72.65 68.81
EBAY eBay 2.67 +2.00% 413616 57.68 59.78
MS Morgan Stanley 2.66 664550 35.69 34.94
VIA.B Via 2.39 311927 68.30 0.00
TOL Toll Brothers 2.35 +3.00% 533324 39.34 37.37
ETFC E TRADE Financial Corporation 2.26 707651 28.56 27.90
TWX Time Warner 2.23 235370 84.44 83.25
FITB Fifth Third Ban 2.17 1028510 18.85 19.04
ADI Analog Devices 1.98 280143 63.00 57.76
GCI Gannett 1.95 470126 37.08 34.21
Sanmina 1.82 671325 24.19 0.00
NYT New York Times Company 1.34 +2.00% 872550 13.76 13.23
BX Blackstone 1.30 298524 38.89 37.98
Duke Energy 0.95 110263 76.78 0.00
ED Consolidated Edison 0.87 127450 61.00 59.90
SO Southern Company 0.85 172332 44.28 43.68
T AT&T; 0.84 229836 32.65 32.70
AB AllianceBernstein Holding 0.80 +2.00% 232100 30.87 28.01
ORI Old Republic International Corporation 0.79 474450 14.94 14.60
SCG SCANA Corporation 0.59 95861 54.99 52.58
XEL Xcel Energy 0.34 86448 34.81 33.87
KO Coca-Cola Company 0.27 -2.00% 59049 40.54 40.22
JNJ Johnson & Johnson 0.08 +14.00% 6739 100.61 98.55
CAG ConAgra Foods 0.07 16675 36.52 33.68
Time 0.07 27874 22.42 0.00
BRK.B Berkshire Hathaway 0.05 3252 144.22 0.00
BRK.A Berkshire Hathaway 0.05 2 217500.00 0.00
DIS Walt Disney Company 0.04 3362 105.00 103.60
AAPL Apple 0.04 -10.00% 2691 124.49 123.28
WEC Wisconsin Energy Corporation 0.04 7530 49.54 47.92
FISV Fiserv 0.04 4886 79.41 77.15
Nuveen Insd Dividend Advantage 0.04 26800 14.51 0.00
ABT Abbott Laboratories 0.03 4995 46.25 46.40
D Dominion Resources 0.03 3961 70.94 69.17
INTC Intel Corporation 0.03 +14.00% 7984 31.31 32.76
USB U.S. Ban 0.02 4829 43.69 43.76
AMGN Amgen 0.02 +9.00% 1375 160.00 153.92
HON Honeywell International 0.02 NEW 2053 104.24 100.92